About this role
PlainsCapital Bank is seeking a Senior Trust Officer/Wealth Management Administrator in the Austin market to be responsible for the administration of complex trust and investment agency accounts according to each account's governing instrument and pursuant to the bank's policies, procedures, and statutory requirements. Works closely with Wealth Management Business Development officers to identify and develop new business opportunities while maintaining the highest levels of service for existing clients. Maintains current knowledge on applicable regulations, statutes, and legal precedents.
- Bachelor's degree or equivalent experience required. Degree in Business or related field strongly preferred.
- 7+ years’ experience in wealth management or trust administration required.
- Certified Trust and Financial Advisor (CTFA) certification a plus.
- Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers, clients, and Bank personnel.
- Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
- Must be self-motivated team player with strong attention to detail, high level of accountability, and the ability to work independently.
- Strong computer skills, specifically with Microsoft Office suite of products, and the ability to learn and utilize custom banking systems and applications.
- Ability to maintain a high degree of ethical standards and complete confidentiality at all times.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.